Why Not to Gift Your Main Residence Too Early

Why Not to Gift Your Main Residence Too Early

Why a retired parent chose not to gift the bare ownership (nue-propriété) of her home  The situation. Julie*, a recently retired woman in her sixties, owns a 130 m² terraced house valued at €280,000. Divorced for 28 years, she lives alone and has...
How the Donation Graduel Can Support Succession

How the Donation Graduel Can Support Succession

A Strategy for Spousal Protection and Inheritance Security The situation. Ralph and Susan* are a married British couple living in France and are French tax residents. They own a property in Paris, each holding a 50% share.  As they married in the UK, their...